Get Offboarding Checklist

The Offboarding Checklist is a vital document that facilitates the smooth transition of employees leaving an organization. This guide provides a clear, step-by-step approach to filling out the checklist online, ensuring that all necessary information is accurately recorded.

Follow the steps to complete the Offboarding Checklist effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the employee's name, title, department, and supervisor's signature. These fields identify the individual leaving the organization and their specific circumstances.
3. Indicate the last day worked by entering the specific date. This is crucial for determining final payroll processes.
4. Select the reason for leaving by checking one of the provided options. This information helps the organization understand the circumstances surrounding the departure.
5. Proceed to the department checklist section. For each department listed, ensure that appropriate actions such as returning equipment or settling accounts are completed. Each department's contact information is provided to facilitate communication.
6. In the Human Resources section, note any final paycheck arrangements and necessary notifications related to employee benefits. This includes details about direct deposits and COBRA notifications.
7. Complete the employee checkout form for IT accounts by indicating the date access should be terminated and ensuring all necessary accounts are disabled or removed. Submit this information to HR once finalized.
8. Finally, review the completed checklist for accuracy and make necessary adjustments. Users can then save any changes, download, print, or share the completed form as required.

Complete your Offboarding Checklist online today to ensure all necessary steps are taken for a smooth transition.